DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Americold National Service Related Pension Plan

Corporate pensionAtlanta, GA
Assets
$24.4M
Total assets, Dec 31, 2024 reported
Funded
107.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
8
none on the tape
Plan sponsor: Americold Logistics, LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 9.6%
  • Registered investment companies 90.4%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
8 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$124,082 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$423,304 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Liquid Assets Sep Acct-Zseparate accountPrincipalPooled vehicles$78,238 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$24.4M Dec 31, 2024 reported Form 5500
$27.4M (2023-12) · $27.0M (2022-12)
Plan assets
$27.4M Jan 1, 2024 reported Form 5500
$27.0M (2023-01) · $34.6M (2022-01)
Net assets
$24.4M Dec 31, 2024 reported Form 5500
$27.4M (2023-12) · $27.0M (2022-12)
Funded ratio
107.2% Jan 1, 2024 reported Form 5500
105.7% (2023-01) · 121.1% (2022-01)
Funding target
$26.9M Jan 1, 2024 reported Form 5500
$27.3M (2023-01) · $26.3M (2022-01)
Discount rate
5.14% Jan 1, 2024 reported Form 5500
5.06% (2023-01) · 5.44% (2022-01)
Participants
810 Jan 1, 2024 reported Form 5500
856 (2023-01) · 838 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$3.4M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $1.2M (2022-12)
Net investment income
$-3.0M Dec 31, 2024 reported Form 5500
$366,366 (2023-12) · $-7.6M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024810$27.4M$26.9M107.2%$24.4Mn/an/an/a
2023 to Dec 31, 2023856$27.0M$27.3M105.7%$27.4Mn/an/an/a
2022 to Dec 31, 2022838$34.6M$26.3M121.1%$27.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $174,829 PY2024
  • NFP Retirement codes 28 99 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $1.8M PY2024
  • Prin U.S. Property Sa-I5 Sched. D P $423,304 PY2024
  • Prin Liquid Assets Sep Acct-Z Sched. D P $124,082 PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $64,433 PY2023
  • NFP Retirement codes 28 99 PY2023
  • Prin Liquid Assets Sep Acct-Z Sched. D P PY2023
  • Prin U.S. Property Sa-I5 Sched. D P $1.6M PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $1.2M PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $23,228 PY2022
  • 401k Advisors codes 28 99 PY2022
  • Prin Midcap Sep Acct-I2 Sched. D P PY2022
  • Prin Liquid Assets Sep Acct-Z Sched. D P $78,238 PY2022
  • Prin U.S. Property Sa-I5 Sched. D P $1.8M PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $2.5M PY2022
  • Prin Smallcap Growth I Sa-I2 Sched. D P PY2022
  • Prin High Income Sep Acct-I2 Sched. D P PY2022
  • Prin Capital Appr Sa-I1 Sched. D P PY2022
  • Principal Financial Group codes 11 PY2022
What changed
3 events
  • Dec 31, 2024Assets changed
    Americold National Service Related Pension Plan total assets $27M -> $24M (-10.8%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Americold National Service Related Pension Plan funded ratio 121.1% -> 105.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Americold National Service Related Pension Plan plan assets $35M -> $27M (-22.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 223631006-006
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.